AI-Driven Finance Generalist - Strategic Modeling & Growth

Basis; New York (NY); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Health coverage

Unlimited PTO

Meal stipends

401(k) retirement plan

Parental leave

Team activities

Job summary

Basis is building production-grade agents for the finance function in a fast-growing AI company. This NYC-based, in-person role focuses on owning models, headcount, and unit economics, turning analysis into strategic decisions that shape runway and capacity across the business.

You will bring 4–8 years of rigorous financial experience, strong modeling skills, and an AI-forward mindset. Collaborating with engineers and GTM, you’ll turn data into actionable guidance and scalable processes.

Qualifications

• 4–8 years of experience in analytically rigorous environments (banking, PE, consulting, or similar) or high-growth software/AI company.
• Exceptional financial modeling and analytical skills with the ability to connect details to a clear point of view.
• Builder’s mindset: create systems from scratch, automate repetitive work, improve how teams operate.
• Experience using AI and modern tools to extend finance work and move tasks from manual to automated.
• Strong business judgment: know which questions matter and balance rigor with speed.
• Excellent written and verbal communication; able to turn complex analysis into clear leadership recommendations.

Responsibilities

• Own the models the company runs on: revenue, headcount, unit economics, cash.
• Take analysis to action: evaluate changes and ensure decisions are implemented.
• Chase down what doesn’t add up: identify root causes in data, contracts, or communications and return real answers.
• Rebuild finance around AI: run experiments on where LLMs can take on finance work and automate processes.
• Be the finance team for the whole company: advise leadership on runway, commissions, and capacity.

Skills

Financial Modeling

Analytical Skills

AI/ML mindset

Communication

Business Judgment

Tools

SQL

BI Tools

Scripting

Job description

Basis is building production-grade agents for the finance function in a fast-growing AI company. This NYC-based, in-person role focuses on owning models, headcount, and unit economics, turning analysis into strategic decisions that shape runway and capacity across the business.

You will bring 4–8 years of rigorous financial experience, strong modeling skills, and an AI-forward mindset. Collaborating with engineers and GTM, you’ll turn data into actionable guidance and scalable processes.